Load Manager TMS offers a convenient feature that allows your customers to stay updated on the status of their loads directly through a secure login link. This functionality not only enhances transparency but also reduces the need for back and forth communication, making the process more efficient for both parties.
Why Use This Feature?
By providing your customers with access to view their load statuses, you enable them to:
Check the progress of their loads at any time.
Stay informed without needing to contact your team for updates.
Access only the information relevant to them, ensuring privacy and security.
Setting Up Customer Access
Navigate to the Customers Area:
Log in to your Load Manager account.
Go to the Customers section.
Select the Customer:
Click on the customer you wish to grant access to.
Verify Customer Type:
Ensure that the Type field is set to Customer(Bill To). If not, update this setting.
Create Login Credentials:
Click on the Portal tab.
Enter a Login Name and a Password for the customer and click Add New Login.
Verify the Load Types the customer can view.
Click "Use Settings/Load Status configuration" to open a page to view and choose various Load Statuses for all customers.
Or Click the circle option and select the Load Types while holding the Ctrl key for the specific customer you are creating the Portal login for.
Share the Login Details:
Copy the Portal link.
Send the link, along with the Login Name and Password, to your customer.
What Your Customer Can Do
Once logged in, your customer will have read-only access to the loads assigned to them. This means they can:
View the details and statuses of their loads.
Stay updated without the ability to edit or modify any information.
This restricted access ensures that your data remains secure while keeping your customers informed.
Managing Customer Access
Resetting Passwords: If a customer forgets their login details, you can reset their password by following the same steps outlined above and updating the password field.
Revoking Access: If you need to revoke a customer's access, simply remove their login credentials or change their Type.
Conclusion
By leveraging this feature, you can provide your customers with a seamless and secure way to monitor their load statuses. This not only improves customer satisfaction but also streamlines your operations by reducing the need for frequent status update requests. Start empowering your customers today with direct access to their load information.
